CCM
Cutler Capital Management Portfolio holdings
AUM
$287M
This Quarter Return
-2.81%
1 Year Return
+8.81%
3 Year Return
+10.87%
5 Year Return
+34.16%
10 Year Return
+35.64%
AUM
$247M
AUM Growth
+$247M
(-2.1%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
8%
Top 10 Holdings %
Top 10 Hldgs %
33.31%
Holding
112
New
10
Increased
29
Reduced
21
Closed
7
Top Buys
| 1 |
Franklin Financial Services
FRAF
|
$4.93M |
| 2 |
DigitalBridge
DBRG
|
$2.42M |
| 3 |
Parke Bancorp
PKBK
|
$1.87M |
| 4 |
WELL.PRI
Welltower Inc.
WELL.PRI
|
$1.61M |
| 5 |
MainStreet Bancshares
MNSB
|
$1.54M |
Top Sells
| 1 |
Seacoast Banking Corp of Florida
SBCF
|
$1.11M |
| 2 |
Crown Castle
CCI
|
$864K |
| 3 |
Apple
AAPL
|
$859K |
| 4 |
CIT
CIT Group Inc.
CIT
|
$679K |
| 5 |
Byline Bancorp
BY
|
$652K |
Sector Composition
| 1 | Financials | 20.08% |
| 2 | Real Estate | 11.22% |
| 3 | Healthcare | 3.54% |
| 4 | Consumer Discretionary | 1.59% |
| 5 | Technology | 1.38% |
